AI Assessment — Client Intake

Context is king. AI solutions only work when they're tailored to YOUR specific processes — your knowledge base, your workflows, how you actually work today. You don't need most of the tools being built out there; you need something that works specifically for you.

This intake captures that context. It's free and takes about 10–15 minutes — but there's no cap: the longer you take and the more you put in, the more you get back, because with AI your context is king. It's what your quick AI win and your Master Prompt get built from on our free 10-minute call.
§1 — About the Business
Company / brand name
Website (or main social page, if no site)
Industry / what kind of business is this?
In one sentence — what do you do, and who do you do it for?
Your name and role/title
Headcount
Approximate annual revenue range

§2 — Where Your Time Goes (the ROI anchor)
In a normal week, roughly how many hours do you spend working IN the business (doing the work / putting out fires) vs. ON it (planning, growth, the stuff only you can do)?
What would you pay for one hour of your own time, if you had to hire someone to replace you in that hour?
If you got 8–10 hours back every week, what would you actually do with them?

§7 — Constraints
Data sensitivity — is there anything in your business where the data can't go through a third-party AI tool?

§1 — About the Business